Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $4K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | — | SAN RAFAEL, CA | ADVISOR |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMF 2055 TARGET DATE - R2E | Registered Investment Companies | — | — | $222K | 21.9% | |
| AMF 2030 TARGET DATE R2E | Registered Investment Companies | — | — | $166K | 16.4% | |
| AMF 2040 TARGET DATE R2E | Registered Investment Companies | — | — | $165K | 16.3% | |
| AMF 2050 TARGET DATE R2E | Registered Investment Companies | — | — | $157K | 15.5% | |
| AMF 2060 TARGET DATE R2E | Registered Investment Companies | — | — | $134K | 13.3% | |
| AMF 2045 TARGET DATE R2E | Registered Investment Companies | — | — | $70K | 6.9% | |
| AMF 2035 TARGET DATE R2E | Registered Investment Companies | — | — | $28K | 2.8% | |
| JPMORGAN US VALUE R2 137 REGISTERED INVESTMENT COMPANY AMF 2025 TARGET DATE R2E | Registered Investment Companies | — | — | $25K | 2.5% | |
| AMF 2015 TARGET DATE R2E 70 REGISTERED INVESTMENT COMPANY AMERICAN US GOV MONEY MKT R2E | Registered Investment Companies | — | — | $6K | 0.6% | |
| NATIONWIDE SMALL CAP INDEX R 252 REGISTERED INVESTMENT COMPANY FIDELITY INTL GROWTH M | Registered Investment Companies | — | — | $5K | 0.5% | |
| AMF 2010 TARGET DATE R2E 35 REGISTERED INVESTMENT COMPANY JANUS HENDERSON FLEX BD R 35 REGISTERED INVESTMENT COMPANY FIDELITY ADV EQUITY GROWTH - M | Registered Investment Companies | — | — | $2K | 0.2% | |
| PUTNAM GLOBAL TECHNOLOGY R | Registered Investment Companies | — | — | $1K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $0 |
| — |
